Redwood: Enable Guided Journeys and Configure Pages Using Business Rules

Enable guided journeys for Redwood pages and use business rules to configure the appearance and behavior of fields or regions on a page.

Guided Journey

A guided journey helps maintenance users complete tasks by facilitating a business process. Administrators can create a guided journey to embed tutorials, company policies, and best practices at a page or section level. For example, a guided journey can be configured to:

• Display the Vehicle Maintenance Reporting Standards (VMRS) codes for mechanics in My Maintenance Work.
• Provide a checklist of tasks for a supervisor before they create a new maintenance program.
• To write a simple content for additional guidance or add a link to an external website or a video.

Guided journeys are available at the page and section levels. Each page and section can have their own guided journeys.

At a high level, creating a guided journey is a two-step process:

1. Create a guided journey template.
2. Associate the guided journey tasks at a page or section level using Oracle Visual Builder Studio (VB Studio) Express Mode.

Business Rules in VB Studio Express Mode

Business Rules is the Redwood equivalent of Transaction Design Studio for Responsive pages. It allows you to override the appearance and behavior of fields or regions on a page, provided, the specified conditions in a rule are met at runtime. Use business rules in VB Studio Express mode to mark fields and regions:

• Required or optional
• Read-only or editable
• Show or hide fields and regions 

Guided journeys can help maintenance users to get guidance on the maintenance tasks they perform.

Steps to Enable

Leverage the Visual Builder Studio to expose your applications. To learn more about extending your application using Visual Builder, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Tips And Considerations

Guided Journey

You can:

• Create guided journeys at a page or section level. Other types of journeys such as contextual and survey aren’t supported.
• Associate guided journeys in VB Studio Express mode only. VB Studio in Advanced mode isn’t supported for journeys.
• Use the Manage Administrator Profile Values task in the Setup and Maintenance work area to see a list of the available profile options.
• Use the Checklist Lookups task in the Setup and Maintenance work area to see a list of the available lookups.

Business Rules

Close the Pages list when you work in the VB Studio Express mode. Doing so, gives you a clear view of the page you’re extending.

Key Resources

• To set up VB Studio:
  • If VB Studio isn’t set up for your enterprise, start with How Do I Set Up VB Studio?
  • If VB Studio is set up for your enterprise, but you never used it to extend the Oracle Cloud Applications, start with Set Up VB Studio to Extend Oracle Cloud Applications.
• To use VB Studio:
  • Learn how to extend your pages with guided journeys using VB Studio in Express mode: Extending Oracle Cloud Applications in Visual Builder Studio Express Mode and Extending Redwood Applications for HCM and SCM Using Visual Builder Studio
  • Learn how to create and use journeys: Implementing and Using Journeys

Access Requirements

Guided Journey

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Journey (ORA_PER_MANAGE_JOURNEY_TEMPLATE)

Business Rules

To extend application pages using VB Studio, you must be assigned a configured job role that contains this privilege:

• Administer Sandbox (FND_ADMINISTER_SANDBOX_PRIV)